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Junior M&A Research Analyst
Location
South Africa
Posted
36 days ago
Salary
0
Seniority
Junior
Job Description
Junior M&A Research Analyst
Remote Choice
• Develop and manage the firm’s AI-powered knowledge and intelligence platform • Design and refine AI agents to automate research workflows, investor intelligence gathering, comparable analysis, and document production • Translate raw data into clear, decision-ready insights • Build and maintain structured internal knowledge systems (playbooks, templates, outreach strategies, internal documentation) • Implement version control and retention policies • Produce weekly intelligence briefings covering investor activity, sector trends, and pipeline updates • Build and maintain a comprehensive investor and strategic buyer intelligence library, including: Investment strategy and sector focus Ticket sizes and stage preferences Recent transactions Key decision-makers and structures Allocation timing and constraints • Develop sector research and thematic insights to support origination and pitch materials • Conduct primary and secondary research to identify relevant investors and buyers • Generate longlists and shortlists for live mandates • Design and execute targeted outreach campaigns for both fundraising and sell-side processes (list building → sequencing → reporting → follow-up) • Maintain and optimise outreach trackers and pipeline management systems • Improve engagement and conversion through refined messaging and sequencing strategies • Collaborate closely with senior stakeholders to align outreach with mandate strategy • Own and manage the firm’s PitchBook subscription as the internal subject matter expert (including list building, templates, training, and supplier management) • Oversee integrations between research tools and CRM systems • Produce rapid insight outputs (cap tables, ownership structures, funding histories) • Support creation of high-quality client materials, including one-pagers and presentations • Act as CRM owner, ensuring clean, structured, and actionable data • Support transaction execution through: Comparable transaction analysis Briefing materials Pitch documentation Due diligence packs Management meeting preparation
Job Requirements
- 1–3 years’ experience in corporate finance, consulting, strategy, or transaction-related research
- Strong commercial research and analytical capability
- Experience with private markets data platforms (e.g. PitchBook, Capital IQ)
- CRM experience (e.g. Salesforce, HubSpot, Affinity)
- Advanced Excel and PowerPoint skills
- Excellent written communication skills
- Demonstrable interest in AI tools and integrating them into workflows
- Exposure to fundraising or investor engagement processes
- Experience with automation tools or API integrations (e.g. CRM syncs, Zapier)
- Basic data handling or SQL knowledge
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